VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 395 filers reported holding VANGUARD WORLD FDS in Q2 2017. The put-call ratio across all filers is 0.27 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $809,000 | 0.0% | 3,833 | -5.0% | 0.09% | +1.1% |
| Q1 2019 | $809,000 | +38.5% | 4,033 | +15.2% | 0.09% | +26.4% |
| Q4 2018 | $584,000 | -24.1% | 3,501 | -7.8% | 0.07% | -10.0% |
| Q3 2018 | $769,000 | +12.6% | 3,796 | +0.7% | 0.08% | +9.6% |
| Q2 2018 | $683,000 | +7.4% | 3,770 | +1.3% | 0.07% | +5.8% |
| Q1 2018 | $636,000 | +2.7% | 3,720 | -1.0% | 0.07% | +3.0% |
| Q4 2017 | $619,000 | -9.5% | 3,758 | -16.5% | 0.07% | -11.8% |
| Q3 2017 | $684,000 | +9.4% | 4,501 | +1.3% | 0.08% | +11.8% |
| Q2 2017 | $625,000 | +91.1% | 4,443 | +84.5% | 0.07% | +88.9% |
| Q1 2017 | $327,000 | +12.8% | 2,408 | +1.0% | 0.04% | +9.1% |
| Q4 2016 | $290,000 | – | 2,383 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 135,603 | $48,612,000 | 18.72% |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 118,204 | $42,375,000 | 12.06% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 35,668 | $12,781,000 | 11.50% |
| Curtis Advisory Group, LLC | 69,130 | $24,782,000 | 10.98% |
| MONUMENTAL FINANCIAL GROUP INC. | 31,801 | $11,400,000 | 10.88% |
| Elwood & Goetz Wealth Advisory Group, LLC | 72,610 | $26,030,000 | 10.80% |
| HORIZON FINANCIAL SERVICES, LLC | 33,553 | $12,028,000 | 10.54% |
| Annex Advisory Services, LLC | 283,404 | $101,597,000 | 9.78% |
| TRUST CO OF OKLAHOMA | 75,444 | $27,045,919,000 | 9.72% |
| Madden Advisory Services, Inc. | 31,283 | $11,215,000 | 8.78% |